Top Tech Jobs & Startup Jobs in Charlotte, NC

Design, build, and optimize internal data platforms, automated pipelines, semantic layers, and scalable data models. Develop production-grade Python and SQL code, ensure CI/CD and uptime, perform code reviews and debugging, partner with stakeholders to translate requirements, and own the end-to-end technical product lifecycle for analytics and BI tools.

Supports institutional sales and client relationship teams by preparing presentations, portfolio reviews, performance data, client reports, due diligence materials, questionnaires, RFPs, and marketing lists. Maintains CRM data, performs quality control, and coordinates with operations, portfolio management, research, legal, compliance, and marketing. Requires strong communication, organization, quantitative problem-solving, financial services interest, and securities licenses.

Supports Regional Directors and sales and client service teams serving independent financial advisors. Responsibilities include constructing portfolio analyses, discussing findings with clients, delivering investment webinars, answering client service questions, developing marketing materials, and researching capital markets and advisor practices. The role requires financial services experience, strong analytical and communication skills, Excel and Access proficiency, and obtaining SIE, Series 7, and Series 63/66 licenses within 12 weeks.

Leads investment sales enablement and strategic alignment for global distribution efforts. Develops investment training, educational content, and scalable programs; partners with client, distribution, marketing, product, and portfolio teams; evaluates program effectiveness; serves as an investment subject matter expert; supports client engagements and industry events; and leads cross-functional initiatives.

Nine-week, fully in-person internship supporting Investment Engineering through investment data management, portfolio and strategy analysis, tool development, data-structure design, reporting, automation, and process improvement. Interns work on individual and team projects using quantitative reasoning, computational skills, and programming to support portfolio management, sales, and internal and external reporting processes.

Nine-week marketing internship supporting brand and messaging initiatives within an asset management firm. Interns will collaborate with marketing, sales, investment, and executive teams; contribute to marketing materials; conduct research on a high-priority initiative; and present findings and recommendations to department leadership. The role requires strong communication, analytical, organizational, teamwork, project management, and computer skills, with an interest in financial markets.

Nine-week, fully in-person internship supporting Dimensional’s Research Department. Interns analyze portfolios and investment strategies, run simulations, conduct empirical research on asset pricing and economics, review academic papers, present findings, and address questions from investment and client services teams using quantitative, analytical, and programming skills.

Full-stack software engineer supporting portfolio systems: design, implement, and maintain databases, APIs, processing services, async pipelines, and component front ends; participate in code reviews, mentorship, and support triage.

Support Regional Directors and Senior Associates in relationship management and business development for institutional clients. Prepare presentations, compile performance and analytical materials, manage due diligence and RFP responses, maintain CRM, build marketing lists, ensure data quality, and coordinate with internal teams. Some travel required.

Supports sales operations by maintaining client, asset, cash flow, and CRM data accuracy. Processes vendor data, identifies discrepancies, supports data governance, documents processes, communicates analyses, and helps define requirements for business systems and projects. Collaborates with sales, operations, technology, and global stakeholders to improve data-informed decision-making and reporting.